WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 65 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,878 | -23.3% | 1,353 | -21.6% | 0.02% | -20.8% |
| Q2 2023 | $80,633 | +7.1% | 1,726 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $75,284 | +5.4% | 1,722 | +0.2% | 0.02% | -11.1% |
| Q4 2022 | $71,434 | +8.2% | 1,718 | +0.3% | 0.03% | 0.0% |
| Q3 2022 | $66,000 | -19.5% | 1,713 | +0.5% | 0.03% | -3.6% |
| Q1 2022 | $82,000 | -4.7% | 1,704 | +0.2% | 0.03% | -6.7% |
| Q4 2021 | $86,000 | +2.4% | 1,701 | -6.8% | 0.03% | -11.8% |
| Q3 2021 | $84,000 | -62.0% | 1,826 | -70.8% | 0.03% | -79.1% |
| Q3 2020 | $221,000 | +7.3% | 6,252 | +0.5% | 0.16% | +11.6% |
| Q2 2020 | $206,000 | +18.4% | 6,223 | +0.5% | 0.15% | +14.1% |
| Q1 2020 | $174,000 | -15.1% | 6,189 | +10.8% | 0.13% | -14.7% |
| Q4 2019 | $205,000 | – | 5,587 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |